Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding State Street State Street Target Retirement 2065 - in their Schedule of Assets, totaling $16.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF SUPPLEMENTAL INCOME TRUST FUND SUPPLEMENTAL INCOME 401(K) PLAN | VALLEJO CA | 34,085 | $1.9B | $4.8M |
| 2 | SPIRIT AEROSYSTEMS HOLDINGS, INC. SPIRIT AEROSYSTEMS HOLDINGS, INC. RETIREMENT & SAVINGS PLAN | WICHITA KS | 7,819 | $1.2B | $3.0M |
| 3 | PYE-BARKER FIRE & SAFETY, LLC |
ALPHARETTA GA |
| 7,304 |
| $176.9M |
| $2.9M |
| 4 | CONSOR ENGINEERS, LLC CONSOR ENGINEERS 401(K) PLAN | MIAMI FL | 1,712 | $222.7M | $2.7M |
| 5 | SOLSTICE CONSULTING, LLC DBA KIN AND CARTA KIN AND CARTA 401(K) PLAN | CHICAGO IL | 0 | $54.6M | $858K |
| 6 | DT MIDSTREAM, INC. DT MIDSTREAM 401(K) PLAN | DETROIT MI | 407 | $40.9M | $799K |
| 7 | LLOYDS BANK CORPORATE MARKETS PLC LLOYDS BANK CORPORATE MARKETS PLC 401(K) PLAN | NEW YORK NY | 210 | $130.2M | $444K |
| 8 | TIAA, FSB TO BE KNOWN AS EVERBANK, N.A. EVERBANK, N.A. 401(K) PLAN | JACKSONVILLE FL | 1,576 | $42.9M | $394K |
| 9 | AEGIS THERAPIES, INC. THE 401(K) PLAN SPONSORED BY AEGIS THERAPIES | FORT SMITH AR | 4,471 | $123.5M | $260K |
| 10 | SYNAGRO TECHNOLOGIES INC. SYNAGRO TECHNOLOGIES INC. 401(K) PLAN | BALTIMORE MD | 1,041 | $76.7M | $254K |
